Viewing entries tagged
customer relationship management

Easily see the implementation order of solutions

Easily see the implementation order of solutions

You can now easily see the order in which you implemented solutions in Dynamics 365 CRM.

Solution layers allow you to view all component changes that occur due to solution changes over time. Within a solution layer, you can drill down to view specific changed and unchanged property details for a component.
— https://docs.microsoft.com/en-us/powerapps/maker/common-data-service/solution-layers

Here is an image of solution layers in the toolbar:

solution-layers-toolbar.png

You will need to be a licensing genius ...

You will need to be a licensing genius ...

Jukka Niiranen, in his blog post title, “PowerApps ‘Starter’ Plans Capabilities Demystified” writes:

One of the major handicaps introduced in the new licensing terms for Team Members last Fall was the removal of rights to create, edit and delete account records. Now, while the $8 Team Member license doesn’t allow you to perform these actions, the $7 PowerApps P1 license actually does!

Oh Microsoft, why do you keep making this so hard for us?!?!?!

He did post a nice graphic in his blog-post that does help a bit though …

I am so thankful we do not sell licenses, but just the services to configure those licenses purchased. I will continue to rely on Microsoft large account resellers (LAR’s) for answers to clients’ licensing questions.

Ron De Giusti
Purely CRM Consulting Inc.

Microsoft Dynamics Common Data Model Versus CRM/CE Entities

Microsoft Dynamics Common Data Model Versus CRM/CE Entities

Is the entity in the common data model or is it CRM specific?

One of the big issues that will arise with the new Microsoft common data model is wondering whether the entity you would like to use is part of the common data model or is it in a CRM/CE specific entity set (e.g., sales, service, and marketing).

My crack at breaking it down

Microsoft has provided an online tool via GitHub that will show you where the entities live in terms of groupings. Here is a link to that tool: CDM Entity Navigator.

I went thru the CDM Entity Navigator and tried to break it down for myself a little further. I did so in an MS-Excel spreadsheet and attached it here for you to look through.

Here is the link to the spreadsheet: CDM Entity Navigator As A Spreadsheet.

Enjoy!

Ron de Giusti
Purely CRM Consulting Inc.

Purely CRM Helps MetroQuest Increase Back Office Efficiencies with CRM

Purely CRM Helps MetroQuest Increase Back Office Efficiencies with CRM

May 26, 2015 - VANCOUVER, British Columbia -- MetroQuest has been utilizing the services of Purely CRM to enable their Microsoft Dynamics CRM implementation achieve new levels of operational efficiencies.  The CRM configuration modifications facilitated by Purely CRM have allowed MetroQuest to overcome the operational hurdles associated with their previous CRM configuration.  Purely CRM also coached MetroQuest on how they can make additional adjustments to their CRM such that they can now make many remaining configuration modifications themselves.

Purely CRM used its' senior resources with deep Microsoft Dynamics CRM knowledge to enhance the opportunity management, sales process, project management, and the billing process.  Specifically with the billing process, the CRM configuration enhancements delivered by Purely CRM have enabled MetroQuest to better automate what were previously manual processes, and thereby reducing time, cost, and errors associated with invoicing their clients.

MetroQuest chose Purely CRM because of their experienced CRM resources.  Purely CRM worked closely with MetroQuest staff to ensure that complex configurations were implemented in CRM in a smooth fashion without interruption to MetroQuest's business processes.  MetroQuest now has better control and greater efficiency of some important back-office processes.

"We thought we were the technology experts with enough CRM skill to accomplish our objectives, but Purely CRM's expertise helped us to become much more effective," said Mike Walsh, President, MetroQuest.  "With the help of Purely CRM, MetroQuest is now able to continue with our own CRM configuration adjustments with the skill and speed that we could not have achieved without expert CRM knowledge and help."

"Most companies will offer you consultants who have generic consulting skills or simply one or two CRM projects worth of experience," said Marty Hall, Managing Director at Purely CRM.  "At Purely CRM, our consultants have been practicing CRM for more than ten years each and really understand the Microsoft Dynamics CRM product and customer relationship management system capabilities and limitations."

About MetroQuest
MetroQuest has been providing public involvement software and related services to the leading planning, engineering, architecture, and public involvement firms and agencies for over 18 years.  First developed through a major university research project, MetroQuest has gone on to be used in hundreds of high-profile and award-winning projects on five continents.  MetroQuest's growing team of professionals have decades of experience in both public engagement and software development, and their software has topped best practice lists for public involvement year after year.  For more information, visit their website at www.MetroQuest.com.

About Purely CRM
Purely CRM is a privately held company that is 100% focused on Microsoft Dynamics CRM with customers across North America.  As a team, they have been involved with Microsoft Dynamics CRM since version 1.0, which dates back to the early 2000's, and bring a combined 50+ years of experience.  Purely CRM has made the strategic decision to solely focus on Microsoft Dynamics CRM and brings industry expertise in such areas as mining, banking, membership management, manufacturing, and many, many more.  For more information, visit their website at www.purelycrm.com.

The Risk Of Hiring Consultants Who Are Not Passionate And Focused

The Risk Of Hiring Consultants Who Are Not Passionate And Focused

The power of passion

When Does Your Job Become Your Career?

I can't remember where or when I originally heard someone speaking about this, but I remember someone talking about when a job becomes your career.  Essentially, it boiled down to two parts.  The first part was being involved in some type of work where you realized that you could continue this work for the rest of your life and continue to make money.  The second part was realizing part one, not getting bored with it, and thinking you would stick this out till the end of your working life.

You Better Be Passionate About It

OK, so let's say you have realized you are going to stick with your money-making gig till the end of your career, how will you know when you are successful and happy with your choice?  I have heard success as being defined as getting what you want.  I have also heard happiness being described as wanting what you get.  The one thing I am sure of is that I am definitely happy with how my own career is turning out.  Starting with happiness is probably more important than focusing on success.  I believe you will naturally get success if you focus on the happiness side of the equation first.

CRM and the IT Industry Are My Passion

Since I got my first 300 baud modem and hooked it up to my Atari 800XL, I knew I was in love with computers.  I remember writing the program listings that you used to be able to find at the back of Byte magazine.  I would save them to the tape drive I had saved up for on my old Atari computer.  From that computer I moved on to a PC.  I remember installing Windows 1.0 and still have those disks somewhere at my parents' house.  Now I toil away on a Mac Air and deliver most of my jobs thru machines that are in the cloud or in some server room that I tunnel in to.  CRM is the software platform I have chosen for my profession and I love adding value to companies' business processes thru tweaking and configuring this platform.  I love my career.  I could not even imagine doing anything else at this point.

I could not even imagine the results that a company would get if they hired a consultant who was not passionate with her/his trade.  The results would most likely be, "meh?"  They might be OK, or not OK, but I highly doubt that would be taken to the level of consultant who was obsessed and passionate about their career.

Are you truly passionate about your job?  Is it your career?

purelycrm.com

The CIO's Must Have CRM Dashboard

The CIO's Must Have CRM Dashboard

Don't Miss Critical IT Operations Info

Purpose Of A Dashboard

The purpose of a dashboard in IT is to typically provide a one-pager on the state of things, similar to your dashboard on your car.  On your car you can quickly see the gas, the temperature, and the speed.  Does it show everything about your car, like tire pressure and brake fluid levels?  Most likely not, but it may show them if they become necessary to know.  The dashboard is kept to a clean and simple "must-know" information, unless some other flag should pop up as critical.

Quick Must-Know Facts

So, if you are the CIO of a company what would the "must-know" quick facts that you would require on your dashboard?  Of course, the answer here will vary from CIO to CIO; but, there should be some general consensus on what the key items are.  If I were to throw out some quick key items that I would want on my dashboard if I was a CIO there would be four items.

The first item would knowledge of the network and WIFI status.  Is the network up and the WIFI up across my office(s)?  Are the speeds OK on those networks.  The second item I would want to know are how many critical help desk tickets do we have in the system and what the top three critical items are.  The third item would be what staff do I have on-hand today, who is off, and any sub-contractors that have contracts coming up for renewal.  The fourth, and final item, that I would want to know is if I have any software licenses coming up for renewal.

Future Direction

CRM has the ability to provide a dashboard that would meet all the items listed in the previous section of this blog article with some configuration, but what is the future direction of dashboards?  The first thing I would like to see in CRM dashboards is better use of graphics.  Not simply graphs, but graphics similar to what you would find in a car dashboard like an oil can picture or a gas tank image.  The other direction that dashboards should offer is a quick method to flip between various dashboards.  Dashboard generally exist for each role or grouping of job functions within an organization.  The drop-down list view of various dashboards is not intuitive enough or a quick enough method to flip between dashboards.  The final thought is that I would like dashboards that can hide and show dashboard elements based on some sort of criteria.  For example, the oil can only shows on your car dash if their is low oil in your vehicle.  An example of that in CRM might be only showing upcoming software licenses if they are coming up for renewal, otherwise it should completely hide any mention of software licenses on the dashboard.

Is your dashboard letting you manage effectively?

purelycrm.com

A Team Of CRM Experts Is Better Than One

A Team Of CRM Experts Is Better Than One

Sole Contractors Know This -- Having Good Backup Is Key!

Freedom In Flying Solo

When I first started contracting some nine years ago, there was this great sense of liberation in being solo.  I felt like a mercenary who showed up with is own shield and sword, a laptop and my intellect, to fight for hire.  I no longer cared about my "title" or about "promotions".  The sense of freedom, even if it was just in my head, was extremely liberating.

Sometimes We Can't Do It All

There were a few projects I had, though, were I wished I had the old support network I had when I was back with Pivotal.  Back in those days I could have walked over to the Support Team to ask questions or call on the Technical Writing Team to point me to an exact location in the documentation to help me; but, as a sole contractor those days were gone.  Along with all that freedom I loved was also this need to be completely self reliant.

Where Is My Go To Expert Nowadays?

Things have sure changed now that I am a partner in a firm of individuals focused on the same skill sets.  Although I would consider myself an expert in CRM, I am now with a team of experts.  If something is not known to me about Microsoft Dynamics CRM, I can get an answer to my question in minutes now.  And although I still consider myself pretty self-reliant, the knowledge that I have these other experts just a call away gives me a sense of empowerment that I have not felt in long time.

Do you have a network of experts that you can call on for help?

purelycrm.com

Purely CRM Helps Axiom Builders Better Serve Their Customers

Purely CRM Helps Axiom Builders Better Serve Their Customers

Vancouver's only 100% Microsoft Dynamics CRM consulting shop Helps Axiom Builders Successfully Implement CRM

Feb. 3, 2015 - VANCOUVER, Canada -- Purely CRM (http://www.purelycrm.ca), Vancouver's only 100% Microsoft Dynamics CRM consulting shop, has successfully implemented Axiom Builder’s (http://www.axiombuilders.ca) first CRM implementation.

“Microsoft Dynamics enables key leaders to quickly access information about our valued clients and allow us to better meet their information needs,” says Susan Jensen, Manager of Corporate Communications. “With a cloud based system we can easily access all of our key information anywhere at any time without having to manage complex IT infrastructure ourselves.”

Purely CRM worked with Axiom Builders (http://axiombuilders.ca) to produce a configured CRM implementation that efficiently tracks client interactions real time and now provides post project support.

About Purely CRM

Purely CRM (http://purelycrm.ca) is a privately held company that is 100% focused on Microsoft Dynamics CRM with customers across North America.  As a team, they have been involved with Microsoft Dynamics CRM since version 1.0, which dates back to the early 2000’s, and bring a combined 50+ years of experience.  Purely CRM has made the strategic decision to solely focus on Microsoft Dynamics CRM and brings industry expertise in such areas as mining, banking, membership management, manufacturing, and many, many more.

CRM is the new ERP

CRM is the new ERP

Has CRM become the new ERP?

I took some time to talk with Robert about how CRM has changed over the years and has slowly overtaken ERP systems as the system of choice to expand into other operational areas.

Video